Sequoia Financial Advisors’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
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2024
Q2 | $257K | Sell |
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2024
Q1 | $747K | Sell |
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2023
Q4 | $775K | Hold |
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2023
Q3 | $677K | Sell |
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2023
Q2 | $1.54M | Sell |
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2023
Q1 | $2.38M | Sell |
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2022
Q4 | $2.89M | Sell |
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2022
Q3 | $6.05M | Sell |
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2022
Q2 | $8.01M | Sell |
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2022
Q1 | $12.7M | Sell |
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2021
Q4 | $15.1M | Buy |
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2021
Q3 | $9.84M | Sell |
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2021
Q2 | $16.7M | Sell |
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2021
Q1 | $73.9M | Buy |
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2020
Q4 | $68.5M | Sell |
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2020
Q3 | $64.2M | Sell |
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2020
Q2 | $66.4M | Sell |
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2020
Q1 | $69.8M | Buy |
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2019
Q4 | $95.4M | Buy |
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2019
Q3 | $91.6M | Buy |
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2019
Q2 | $86M | Buy |
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2019
Q1 | $79.8M | Buy |
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2018
Q4 | $60.2M | Sell |
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2018
Q3 | $74.7M | Buy |
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2018
Q2 | $59.6M | Buy |
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2018
Q1 | $55.6M | Buy |
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2017
Q4 | $56.9M | Buy |
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2017
Q3 | $41.1M | Sell |
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2017
Q2 | $42.2M | Sell |
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2017
Q1 | $47.3M | Buy |
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2016
Q4 | $44.9M | Buy |
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2016
Q3 | $44.4M | Buy |
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2016
Q2 | $32.5M | Sell |
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2016
Q1 | $31.8M | Sell |
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2015
Q4 | $35.8M | Buy |
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2015
Q3 | $32.5M | Buy |
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2015
Q2 | $32.1M | Buy |
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2015
Q1 | $28.3M | Buy |
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2014
Q4 | $9.48M | Buy |
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2014
Q3 | $5.63M | Buy |
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